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Account Manager
Hilb GroupAccount Manager assisting benefit counselors with scheduling, providing customer service and managing appointments in a remote capacity. Requires strong organizational skills and attention to detail.
About the role
Key responsibilities & impact- Schedule, confirm and manage appointments for benefit counselors
- Coordinate daily schedule to maximize efficiency and accommodate client needs
- Answer incoming phone calls, emails and inquiries in a timely & professional manner
- Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information
- Work closely with benefit counselors to ensure accurate scheduling and communication to client
- Maintain accurate client records and appointment documentation
- Reschedule appointments as needed
- Follow up with clients regarding appointment reminders and employee notices
- Assist with administrative tasks including data entry and report preparation
- Maintain confidentiality of client information in accordance with company policies & applicable regulations
- Support the benefit team with special projects and other administrative duties as assigned
Requirements
What you’ll need- Highschool or GED required
- Must be licensed
- Independent and self-motivated thinker and ability to thrive in a fast-paced environment
- Knowledge of Vertafore products a plus
- Strong written & verbal skills
- Strong attention to detail and ability to prioritize
- Proficiency with Microsoft Office and AMS360 & Image Right
Benefits
Comp & perks- Company Paid Life Insurance
- Long-Term and Short-Term Disability
- Medical, Dental, Vision and FSA/HSA plans
- 401(k) with company match
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
- Generous PTO
- An awesome team of professionals!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data EntryReport PreparationBenefit Enrollment KnowledgeAppointment Documentation
Soft Skills
Strong Written SkillsStrong Verbal SkillsIndependent ThinkerSelf-Motivated
Certifications
High School Diploma or GEDLicensed